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Juliane Santos
API not triggering a process
Hello! I have an app installed called Yesware and it uses REST API to send 'tasks' over to SFDC when reps make calls or send emails. Reps also can log calls manually or log emails manually too. I have various custom fields that are populated through a process. The fields capture the DATE of the last activity on that lead (call/email). So when someone calls John Doe, the task gets logged in John Doe's record and the process fires to udpate a date field on the lead record. This way, we can report on 'last sales touch" for each of our leads without having to run activity reports. I am having a difficult time getting these custom fields popoulated when tasks are created via this API though. Turns out, it behaves differently than an edit/record creation through the UI. Is there a workaround here so I can trigger that process to run when a record is created via the API? Thanks!!
The date field is blank.
But when i go into the UI and create a task myself under the same lead, the process works fine and now the date is populated.
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